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New Years Resolution: A Healthy and Fit Perkins Portfolio for 2018
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2/15/2018
When: Thursday, February 15, 2018
2:00 PM
Where: Alexandri, Virginia 
United States
Contact: Greg Marak
2023492327


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 New Years Resolution:  A Healthy and Fit Perkins Portfolio for 2018 - What constitutes a healthy and fit loan portfolio and how do you achieve that goal?  This webinar will identify all the little, and not so little processes and projects that should be tackled in 2018 to ensure that your institution's Federal Perkins loan portfolio is ready to meet whatever the future may bring.  Items that will be discussed are: default management tips, working unknown address and aging reports, collection account audits, and much more.

The webinar will be hosted by Patrick Brettschnieder, and moderated by Lori Hartung. 

Patrick is the Collections Supervisor in the Student Financial Services office at the University of Michigan a role he has held for almost ten (10) years.   He has been with the University for a total of 23 years.  In addition to his work at the University, Patrick is a member of the Michigan Association of Student Financial Services Association (MASFSA) a regional organization promoting excellence in financial services in higher education. Patrick is a 1994 graduate of the University of Michigan - Dearborn and hold a Bachelors degree in Accounting. 

Lori S. Hartung is the Regional Manager for Todd, Bremer & Lawson, Inc. a collection firm that specializes in assisting colleges and universities with the recovery of accounts receivable and student loans.  Her responsibilities include vending the firm’s services to the Midwest region and training educational institutions on the campus based loan programs. 

In addition to her core responsibilities at Todd, Bremer & Lawson, Inc. Lori is the Firm’s primary representative to the Coalition of Higher Education Assistance Organizations (COHEAO). COHEAO is a partnership of education and commercial members with a shared interest in fostering access to post-secondary education. Lori has been elected as the Vice President on the Board of Directors of COHEAO.   This organization maintains a sharp focus on legislative and regulatory advocacy, educational access, and interactive communication for all federally funded student loan programs.  In addition to her position on the Board of Directors she is also the a member of the Perkins Loan Task Force, Agenda, and Commercial Committees.  COHEAO awarded Lori the 2012 Commercial Member of the Year.

 

Specific points to be touched on are outlined below, and more details will be provided as the date approaches. We hope you are able to attend!  Please email Greg Marak (gmarak@bosewashingtonpartners.com) with any questions. 

 

1.       What do you consider to be a fit and healthy Perkins loan portfolio?

2.       Default Management                                             

3.       Reports

4.       Internal Checks

 

 

 

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